William Nicholas Steiner

Employer firm

Iconiq Capital, LLC CRD 159198

$118B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 04/2017
  Lending Club
  San Francisco, CA
• 06/2016 → 04/2017
  Lc Advisors, Llc
  San Francisco, CA
• 04/2017 → Present
  Iconiq Capital, Llc
  San Francisco, CA

Previous Registrations

• 2016-09-21 → 2017-04-14
  Lendingclub Asset Management, Llc
  San Francisco, CA
• 2013-03-21 → 2016-09-21
  Wipfli Financial Advisors, Llc
  Milwaukee, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-09
• S65 Uniform Investment Adviser Law Examination
  2013-02-02

Other Names

• Bill Steiner